Funds mapping procedure

French translation: Procédure d\'établissement de la cartographie des activités des fonds

GLOSSARY ENTRY (DERIVED FROM QUESTION BELOW)
English term or phrase:Funds mapping procedure
French translation:Procédure d\'établissement de la cartographie des activités des fonds
Entered by: Marie-Yvonne Dulac

05:33 Oct 7, 2016
English to French translations [PRO]
Bus/Financial - Investment / Securities
English term or phrase: Funds mapping procedure
Bonjour,
Je traduis le site d'une grande banque mondiale qui présente tous ses différents services financiers.
Voici quelques phrases contenant "Map/Mapping" :

The Global Fund Map (GFM) completion is required until the authorities reporting provisions contained in the FBL are effective.

As a pre requisite to this Funds mapping Procedure each SG Business Unit shall have adopted specific policies and procedures governing its fund activities and such activities are conducted in compliance with the (i) Business Unit policies and procedures governing the Fund Activities.

Units’ Covered Fund and Excluded Fund activities (referred to as the “Global Funds Mapping”) is being performed, with the following goals

 Global fund maps ‘GFM’ provisions are mandatory;

 GFM contributions must be delivered to the relevant BL Coordinator no later than December 1st

 BL Coordinators must review each GFM contribution and merge and reconcile their respective versions.
Marie-Yvonne Dulac
Italy
Local time: 09:46
Procédure de recensement des fonds
Explanation:
Il ne s'agit que d'une guggestion.
Je pense que « recensement » convient mieux que « mappage » ou « cartographie »

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Note added at 4 mins (2016-10-07 05:37:58 GMT)
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suggestion*
Selected response from:

Robin Dufaye
France
Local time: 09:46
Grading comment
Merci!
2 KudoZ points were awarded for this answer



Summary of answers provided
3 +1Procédure de recensement des fonds
Robin Dufaye
Summary of reference entries provided
définition en anglais
Didier Fourcot

  

Answers


4 mins   confidence: Answerer confidence 3/5Answerer confidence 3/5 peer agreement (net): +1
funds mapping procedure
Procédure de recensement des fonds


Explanation:
Il ne s'agit que d'une guggestion.
Je pense que « recensement » convient mieux que « mappage » ou « cartographie »

--------------------------------------------------
Note added at 4 mins (2016-10-07 05:37:58 GMT)
--------------------------------------------------

suggestion*

Robin Dufaye
France
Local time: 09:46
Works in field
Native speaker of: French
PRO pts in category: 6
Grading comment
Merci!

Peer comments on this answer (and responses from the answerer)
agree  Chakib Roula
23 mins
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Reference comments


7 hrs
Reference: définition en anglais

Reference information:
C'est une procédure de recherche d'équivalences pour transférer des actifs d'un fonds clôturé ou abandonné vers un nouveau, je dirais correspondance mais je n'ai pas de référence financières françaises:
http://www.upstate.edu/hr/document/rf_tiaacref_faq.pdf
What do the terms “map” and “mapping” mean?
The terms “map” and “mapping” refer to a financial
industry standard method of transferring assets from
one investment provider or investment option to
another in a retirement plan conversion. This process
begins by analyzing the investment funds from
which assets are being transferred and determining
the investment categories for these funds by using
information from an independent party such as
Morningstar, Inc. The next step is finding a fund on
the new menu that is in the same or similar category
as the closing fund on the previous menu. The assets
are then transferred, or “mapped,” from the closing
fund to the similar fund on the new menu.


Didier Fourcot
Native speaker of: Native in FrenchFrench
PRO pts in category: 8
Note to reference poster
Asker: Le terme à rechercher devrait donc être, si j'ai bien compris, un synonyme de "transférer", c'est un bon point de départ. Merci.

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